Broker Check

Education Planning

Funding education is a major investment, especially with student debt cocnenrs. I offer tailored guidance to nagivate financing options, aligning with your circumstances and goals. Whether planning ahead or facing near-term costs, I'm here to help you make informed decisions. 

Strategies for Education Planning

Understanding Where You Are

  • Who is the education for? 
  • Is your student eligible for merit- or need based aid? 
  • How much of the education do you want to pay for? 
  • How long before your funds are needed? 
  • How does this goal impact your other financial goals? 

Creating a Plan



  • Determining the best plan based on your timeline 
  • Identifying best-fit funding vehicles 
  • Examining strategies that can maximize your gift while minimizing its impact on your taxes 

Evaluating Your Plan's Performance


  • Reviewing the performance of your funding vehicle(s) 
  • Benchmarking your progress against goal

Resources for Education Planning

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Have a Question?

Thank you!
Oops!